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Sterling Capital Funds - Sterling Capital SMID Opportunities Fund (SMDPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.83+0.08 (+0.91%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.98%
5-year average return7.77%
Number of years up5
Number of years down2
Best 1-yr total return (23 Jan 2024)36.41%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return36.41%
Worst 3-yr total return1.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMDPXCategory
YTD11.92%17.04%
1-month7.18%-0.01%
3-month8.68%5.47%
1-year11.92%50.44%
3-year2.96%13.15%
5-year9.99%13.75%
10-year0.00%11.35%
Last bull market36.95%25.95%
Last bear market-14.11%-22.55%

Annual total return (%) history

Year
SMDPXCategory
2023
11.92%N/A
2022
-17.75%N/A
2021
18.56%N/A
2020
8.14%12.39%
2019
36.41%26.21%
2018
-11.06%-11.15%
2017
13.88%15.93%
2016
N/A14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.28%3.19%1.09%8.68%
2022-4.59%-14.11%-7.29%8.26%
20218.21%4.24%-2.43%7.73%
2020-27.61%17.79%8.07%17.35%
201915.43%8.52%1.92%6.84%
2018-3.34%2.40%7.80%-16.64%
20177.37%4.37%0.34%1.28%
20164.58%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month69
3-month91
1-year82
3-year88
5-year87

Load adjusted returns

1-year5.48%
3-year0.95%
5-year8.70%
10-yearN/A